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Stocks Reverse Early Gains, Micron Drops 3% as Trump Administration Plans New Semiconductor Tariffs","url":"https://stock-news.laohu8.com/highlight/detail?id=2662084031","media":"TradingKey","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662084031?lang=en_us&edition=fundamental","pubTime":"2026-08-28 00:02","pubTimestamp":1787846571,"startTime":"0","endTime":"0","summary":"The Trump administration is considering launching a new round of broad semiconductor tariffs, potentially expanding the scope from chips themselves to chip-containing products such as laptops, gaming consoles, and data center servers. The core contradiction of this policy is that while the U.S. seeks to drive the reshoring of semiconductor manufacturing, it simultaneously relies heavily on imported high-end chips to build AI data centers. 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Barclays says CRM announced Claudeforce, which enables customers to use CRM data in Claude, adding that, combined with Slack ,it could create a major unlock for enterprise adoption** CRM Q2 revenue of $11.35 billion beat estimates of $11.32 billion, while adjusted EPS of $5.9 beat expectations of $3.27 -data compiled by LSEG** 55 analysts rate the stock \"buy\" on average;their medianPT 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500 Top and Bottom Performing Stocks at About 12:00 P.m. 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Outlook Strengthens on Organic Momentum, Acquisitions, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662608164","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662608164?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:50","pubTimestamp":1787845854,"startTime":"0","endTime":"0","summary":"Salesforce's  updated fiscal 2027 outlook reflects a lift from both organic momentum and recent acquisitions, pointing to a stronger revenue trajectory than expected, RBC Capital Markets said Wednesday in a report.Salesforce's revised fiscal 2027 revenue guidance implies $300 million of upside, including $200 million from the Contentful and Fin acquisitions and $100 million from organic strength tied to Agentforce, Data 360, and Slack, RBC said.The company expects fiscal 2027 adjusted EPS of $16.67 to $16.71 on revenue of $46.1 billion to $46.4 billion, compared with previous guidance of EPS of $14.06 to $14.12 on revenue of $45.9 billion to $46.2 billion.Salesforce's pricing strategy is increasingly organized around use cases rather than individual products, a \"sensible\" shift given varying customer maturity, RBC said. The approach supports average order value expansion over time as usage increases, the report said.RBC raised its price target on Salesforce stock to $250 from $210 and 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Demand Visibility Outshines Margin Headwinds, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662815380","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662815380?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:41","pubTimestamp":1787845262,"startTime":"0","endTime":"0","summary":"Nvidia  is providing a strong demand outlook that outshines modest gross margin headwinds, RBC Capital Markets said in a note Thursday.The note pointed to Nvidia's unusual step of guiding a full year out, projecting some 70% revenue growth in 2028 amid ongoing supply constraints, against consensus of around 45% growth.\"Visibility appears to be extending even further based on purchase commitments,\" the report said.The report said Rubin ramps off to a strong start and CPU revenue is on track to more than double next year, while customer diversification is continuing.RBC reiterated its outperform rating and boosted its price target to $330 from $300.Price: 225.54, Change: +15.88, Percent Change: 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Value Fund Might Hold Amazon. These 3 Managers are Buying Hard Assets Instead.","url":"https://stock-news.laohu8.com/highlight/detail?id=2662081581","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662081581?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:39","pubTimestamp":1787845140,"startTime":"0","endTime":"0","summary":"Look at the largest holdings of some of the most popular value funds and you might be surprised. Amazon.com, Apple, and Microsoft are the top three of the $84 billion iShares Russell 1000 Value 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